CIK: 0001830819
申報總市值
US$264.3億
僅顯示前 200 大持股（共 2742 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 17.60% | — | +22675.00% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.58% | -0.15% | -6.45% | |
| 3 | PH | Parker Hannifin CORP | 股票-工業 | 1.78% | — | -0.62% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.71% | -0.09% | -7.23% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.46% | — | +9.98% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.44% | -3.84% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | -0.24% | -7.83% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.32% | +0.07% | -6.36% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.21% | — | -6.00% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.12% | — | -3.88% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | — | -5.38% | |
| 12 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | — | -2.09% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.73% | — | +7.49% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.72% | — | -1.81% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.70% | +0.11% | -21.25% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | — | -13.28% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.64% | +0.02% | -0.39% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.60% | +0.06% | -3.74% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | — | -7.84% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.45% | -0.28% | -5.11% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | +0.03% | -29.94% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.43% | +0.05% | +38.86% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.42% | — | -10.73% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | — | +4.90% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.41% | — | +13.04% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.41% | +0.08% | +15.29% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.40% | -0.16% | -5.94% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.39% | +0.02% | -25.72% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.39% | — | +2.21% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.37% | — | +0.92% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.37% | — | -2.82% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.36% | — | +12.28% | |
| 33 | ABBV | Abbvie INC | 股票-醫療保健 | 0.34% | — | -2.45% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.34% | — | +1.84% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.34% | — | -51.40% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.34% | — | +1.57% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.33% | — | -4.07% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.33% | — | -6.42% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.33% | +0.06% | -4.20% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | +0.18% | -17.41% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | — | -15.07% | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.32% | — | +2254.62% | |
| 43 | WMT | Walmart INC | 股票-非循環性消費 | 0.31% | +0.04% | -1.50% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.30% | — | +1.87% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.30% | — | +1265.57% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.30% | — | -11.89% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.30% | — | +95.10% | |
| 48 | TSLA | Tesla INC | 股票-循環性消費 | 0.29% | — | -7.66% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | +0.06% | -8.06% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.29% | — | +2.00% |